CRfM
CONSULTING
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Our Services
01.CRM Configuration Review
We assess how Salesforce has been configured and whether the current setup supports your business processes effectively. This includes reviewing: 1. Objects and fields 2. Page layouts 3. Record types 4. Validation rules 5. Customisations 6. Overall CRM structure
02.Security & Access Assessment
Protecting customer and business data is critical. Our review evaluates: 1. User permissions 2. Profiles and permission sets 3. Role hierarchy 4. Data access controls 5. Security best practices We identify potential risks while ensuring users have the access they need to perform their roles effectively.
03.Data Quality Audit
Reliable reporting depends on reliable data. We review: 1. Duplicate records 2. Missing information 3. Data consistency 4. Field usage 5. Data governance practices This helps improve reporting accuracy and overall CRM reliability.
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Automation & Workflow Review
Automation should improve efficiency, not create additional complexity. We evaluate: 1. Salesforce Flows 2. Approval processes 3. Business workflows 4. Automation conflicts 5. Manual process dependencies Our recommendations focus on improving efficiency and reducing operational friction.
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Reporting & Dashboard Assessment
Leadership teams rely on Salesforce data to make informed decisions. We review: 1. Dashboard effectiveness 2. KPI visibility 3. Report accuracy 4. Forecasting capabilities 5. Executive reporting structures The objective is to ensure decision-makers have access to meaningful and trustworthy insights.
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Integration & Scalability Review
As businesses grow, Salesforce environments become more complex. We assess: 1. Third-party integrations 2. System performance 3. Technical debt 4. Scalability risks 5. Long-term maintainability This helps ensure Salesforce can continue supporting future business requirements.